How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to LFA - Lugano Financial Advisors SA

13F Portfolio OverlapQ1 2026LFA - Lugano Financial Advisors SA portfolio →

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Most similar hedge funds by 13F overlap

LFA - Lugano Financial Advisors SA is an institutional investor managing $197M across 223 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LFA - Lugano Financial Advisors SA are Forefront Analytics,, Stanich Group, IMPACTfolio,, with shared positions in $NOW, $MUFG, $ABT, $MAR, $IAU, $SNPS. The full ranking of 25 similar funds is below.

#1Forefront Analytics, LLCSmart money

Notable overlap · 3 shared positions

$NOW $MUFG $ABT

$110M

39 positions

#2Stanich Group LLCSmart money

Notable overlap · 3 shared positions

$NOW $MUFG $MAR

$131M

47 positions

#3IMPACTfolio, LLCSmart money

Notable overlap · 3 shared positions

$NOW $MUFG $MAR

$235M

35 positions

#4RAM Investment Partners, LLCActive

Notable overlap · 5 shared positions

$NOW $IAU $ABT $SNPS $MAR

$569M

121 positions

#5Balanced Rock Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$NOW $SNPS $AFRM $MUFG

$143M

96 positions

#6Impact Investors, IncPassive

Notable overlap · 4 shared positions

$NOW $MUFG $USB $IAU

$144M

106 positions

#7Bond & Devick Financial Network, Inc.Passive

Notable overlap · 3 shared positions

$NOW $MUFG $KO

$358M

188 positions

#8Torren Management, LLCActive

Notable overlap · 3 shared positions

$NOW $MUFG $KO

$201M

983 positions

#9SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Notable overlap · 5 shared positions

$NOW $COP $USB $MUFG $KKR

$154M

39 positions

#10Xena Financial Planning, LLCActive

Notable overlap · 3 shared positions

$NOW $MUFG $AFRM

$89M

33 positions

#11Windsor Capital Management, LLCActive

Notable overlap · 5 shared positions

$NOW $HLT $SSL $KO $DIA

$355M

123 positions

#12Hurlow Wealth Management Group, Inc.Active

Notable overlap · 5 shared positions

$SNPS $COP $USB $IAU $KKR

$420M

120 positions

#13Marion Wealth ManagementPassive

Notable overlap · 5 shared positions

$SNPS $COP $USB $KO $MAR

$451M

146 positions

#14BlueSky Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$SNPS $COP $USB

$777M

115 positions

#15Farrell Financial LLCPassive

Notable overlap · 7 shared positions

$COP $USB $AFRM $NOW $IAU $MKL

$167M

76 positions

#16SPINNAKER TRUSTActive

Notable overlap · 5 shared positions

$NOW $SSL $AFRM $HLT $IAU

$1.8B

285 positions

#17Gladwyn Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$COP $SNPS $USB $KO $MKL

$160M

82 positions

#18High Note Wealth, LLCPassive

Notable overlap · 4 shared positions

$NOW $MUFG $SSL $HLT

$509M

938 positions

#19Laurel Wealth Planning LLCActive

Notable overlap · 3 shared positions

$NOW $MUFG $AFRM

$190M

59 positions

#20Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$COP $SNPS $USB $IAU $KKR

$149M

70 positions

#21NOVEM GROUPPassive

Notable overlap · 6 shared positions

$NOW $HLT $SSL $COP $USB $KKR

$873M

437 positions

#22Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $SNPS $USB

$2.1B

152 positions

#23White Lighthouse Investment Management Inc.Active

Notable overlap · 9 shared positions

$COP $USB $AFRM $NOW $IAU $SNPS

$721M

145 positions

#24Torrey Growth & Income AdvisorsActive

Notable overlap · 3 shared positions

$NOW $BAC $MAR

$239M

110 positions

#25VERUS WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$COP $USB $SNPS

$108M

49 positions

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View LFA - Lugano Financial Advisors SA’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.